Client Services Coordinator

Job Description

REQUIREMENTS

• Experienced in client services, coordination, or account management
• You understand what a high-touch client experience feels like and you deliver it consistently
• A thoughtful communicator; every message you send is considered, clear, and professional
• You think two steps ahead, anticipating what clients need before they ask
• Fluent in project management tools; ClickUp or similar is second nature to you and you actually use the system
• Comfortable supporting a high-level executive with discretion and professionalism
• Accountable and self-directed; you don’t need hand-holding to get things done
• A natural problem solver who is always looking for ways to improve how things run
• A natural follow-through person; you don’t let things sit and you’re not shy about following up
• Creative enough to produce clean, polished client-facing materials
• Comfortable using AI tools to work faster and smarter; you’re not intimidated by new technology
• Calm under pressure and comfortable in a fast-moving founder-led environment
• Detail oriented and dependable above everything else
• Available 10-20 hours per week consistently with reliable availability during business hours

RESPONSIBILTIES

Client Communication

• Serve as a primary point of contact in client Slack channels
• Route information between clients and the internal team
• Respond to client inquiries with thoughtfulness and urgency
• Anticipate client questions and concerns before they surface; proactive communication is the standard here
• Log all tasks and updates in ClickUp

Scheduling & Coordination

• Schedule client calls and touchpoints
• Submit forms on behalf of clients
• Coordinate with vendors and external partners
• Manage deadlines and task ownership inside ClickUp
• Keep nothing falling through the cracks

Task Execution

• Work primarily out of ClickUp; this is your home base
• Complete tasks assigned by the Director of Operations or CEO
• Update task statuses, owners, and deadlines in real time
• Surface blockers before they become dropped balls
• Escalate to the Director of Operations when something is stalled so nothing waits longer than it should

Client Onboarding

• Own the onboarding checklist from signed contract to first deliverable
• Confirm all onboarding steps and assets have been completed on time
• Ensure the client is scheduled for all required calls and touchpoints
• Verify nothing has been skipped before the client is considered fully onboarded

Task Execution

• Work primarily out of ClickUp; this is your home base
• Complete tasks assigned by the Director of Operations or CEO
• Update task statuses, owners, and deadlines in real time
• Surface blockers before they become dropped balls

Content & Creative Support

• Draft client-facing materials including bios and proposals
• Build and update slide decks as needed
• Create promotional graphics and social assets in Canva
• Support the team with light content production as assigned

Executive Support

• Prepare simple travel itineraries for the CEO as needed; coordination only, not booking
• Review the CEO’s upcoming calendar weekly and flag items that need prep
• Pull together relevant materials and context ahead of key meetings
• Capture and distribute action items following CEO meetings and calls

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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